|
1
|
State Street
Boston,
Massachusetts
|
$102M
|
-$162K
|
-5,384
|
-0.2%
|
|
|
2
|
Bank of America
Charlotte,
North Carolina
|
$46.4M
|
-$1.79M
|
-59,484
|
-4%
|
|
|
3
|
Commerce Bank
Kansas City,
Missouri
|
$37.7M
|
-$1.44M
|
-47,771
|
-4%
|
|
|
4
|
Baystate Wealth Management
Boston,
Massachusetts
|
$36.5M
|
+$158K
|
+5,244
|
+0.4%
|
|
|
5
|
AssetMark Inc
Concord,
California
|
$23.8M
|
-$345K
|
-11,440
|
-1%
|
|
|
6
|
Premise Capital
Naperville,
Illinois
|
$15.6M
|
-$1.06M
|
-35,126
|
-28%
|
|
|
7
|
Creative Planning
Overland Park,
Kansas
|
$13.2M
|
+$10.1M
|
+334,422
|
+318%
|
|
|
8
|
Nicolet Advisory Services
Green Bay,
Wisconsin
|
$12.6M
|
+$1.29M
|
+42,635
|
+11%
|
|
|
9
|
Larson Financial Group
St Louis,
Missouri
|
$11.1M
|
+$457K
|
+15,149
|
+4%
|
|
|
10
|
Savant Capital
Rockford,
Illinois
|
$10.7M
|
+$1.11M
|
+36,901
|
+11%
|
|
|
11
|
Global Financial Private Capital
Sarasota,
Florida
|
$9.62M
|
-$478K
|
-15,835
|
-5%
|
|
|
12
|
Stifel Financial
St. Louis,
Missouri
|
$9.03M
|
+$304K
|
+10,068
|
+3%
|
|
|
13
|
Advisory Alpha
Holland,
Michigan
|
$8.13M
|
+$400K
|
+13,265
|
+5%
|
|
|
14
|
Pure Financial Advisors
San Diego,
California
|
$7.95M
|
+$1.15M
|
+38,234
|
+17%
|
|
|
15
|
Carlson Capital Management
Northfield,
Minnesota
|
$7.55M
|
+$26.6K
|
+882
|
+0.4%
|
|
|
16
|
Bank of Montreal
Toronto,
Ontario, Canada
|
$7.34M
|
-$1.2M
|
-39,807
|
-14%
|
|
|
17
|
Envestnet Asset Management
Chicago,
Illinois
|
$7.24M
|
-$130K
|
-4,302
|
-2%
|
|
|
18
|
Mason Investment Advisory Services
Reston,
Virginia
|
$7.23M
|
-$7.18K
|
-238
|
-0.1%
|
|
|
19
|
|
$7.22M
|
-$1.13M
|
-37,401
|
-13%
|
|
|
20
|
Landmark Bank
Columbia,
Missouri
|
$5.92M
|
+$55.1K
|
+1,825
|
+0.9%
|
|
|
21
|
Keel Point
Huntsville,
Alabama
|
$5.74M
|
+$231K
|
+7,666
|
+4%
|
|
|
22
|
Bellecapital
Zurich,
Switzerland
|
$4.97M
|
–
|
–
|
–
|
|
|
23
|
Franklin Resources
San Mateo,
California
|
$4.87M
|
-$338K
|
-11,200
|
-6%
|
|
|
24
|
Wells Fargo
San Francisco,
California
|
$3.32M
|
-$223K
|
-7,401
|
-6%
|
|
|
25
|
Wealth Enhancement Advisory Services
Plymouth,
Minnesota
|
$3.32M
|
+$2.15M
|
+71,368
|
+177%
|
|
